Trust and Estates Tax Preparation

Trust and Estates Taxes

Effective estate and trust planning can ensure financial security for loved ones. At Victoria Bogdanovich CPA, our role is to help clients navigate the complex and shifting tax laws and advise them on how best to minimize the tax liability for beneficiaries. We take the time to thoroughly and thoughtfully walk each client through this process and ensure that they are comfortable and understand the tax implications associated with this ever-important plan for the future.

We prepare the annual Form 1041 for both simple and complex trusts, as well as Form 706 for decedents’ estates and Form 709 for annual gift tax reporting.  We also prepare Form 3520 and 3520-A for the grantors and beneficiaries of foreign trusts and recipients of foreign gifts.

Contact our firm today to learn more about how we can assist you with trust and estate tax return preparation.